Client Service Manager in West EndClient Service Manager in West End |
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Location: West End Salary: £60,000 per year Recruiter: Deerfoot IT Resources Date Advertised: 2024-09-17 |
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Client Service Manager (Financial / Wealth)Location: Mayfair, LondonSalary: £60,000 - £90,000 (negotiable, depending on experience)Work Schedule: 3 days in-office, 2 days remoteWhy Join Us?Are you passionate about providing exceptional client service in the world of wealth management? We are a prestigious firm located in Mayfair, London, and we're searching for a talented Client Service Manager to join our team. This is an exciting opportunity to play a pivotal role in supporting our financial planners, building lasting client relationships, and ensuring top-tier service delivery. We are keen to see candidates from the Wealth Management sector.Key Benefits:Competitive Salary: £60,000 - £90,000 (DOE)Discretionary Bonus & Share OptionsPension Scheme25 Days Annual Leave + Bank HolidaysOpportunities for Professional Development and QualificationsYour Role:As a Client Service Manager, you will be the cornerstone of our client relationship management and service delivery. You'll be ensuring client satisfaction, supporting financial planners, and managing a small team of administrators.Key Responsibilities:Client Relationship Management: Be the first point of contact, nurture strong client relationships, and address their queries with efficiency and care.Service Delivery: Ensure all client service activities and reports are delivered accurately and on time.Support for Financial Planners: Assist in meeting preparation, documentation, and the execution of financial plans.Administrative Management: Maintain up-to-date client records and ensure processes meet regulatory standards.Team Leadership: Mentor a team of administrators, driving efficiency and professional growth within your team.About You:We are looking for a professional with strong interpersonal skills, a methodical and organised mindset, and a passion for client service. Ideal candidates should have experience in financial planning or wealth management and the ability to foster trust and confidence with clients.Skills & Experience:Proficiency in Microsoft Office and financial planning software (e.g., IO, Defaqto)Strong communication skills, both written and verbalLeadership experience, capable of mentoring a teamUnderstanding of financial products and compliance requirementsUnderstanding and adhering to the Financial Conduct Authority Tier 1 Conduct RulesMaintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)Correctly identifying and escalating issues to the Money Laundering Reporting Officer/Compliance Oversight/Financial Planner, or management when necessaryAbide by the FCA Individual Conduct rules.Qualifications:Relevant financial planning certifications (e.g., CII)5+ years in a financial planning or similar roleDesirable: Bachelor's degree in Finance, Accounting, Economics, or a related fieldWho We're Looking For:A dedicated client advocate, delivering high-quality serviceA natural leader who motivates and inspires confidenceA problem-solver who thrives on finding solutionsSomeone with a positive and engaging personalityApply today to join a dynamic and professional environment where you can make a real difference to our clients' financial journeys!Deerfoot IT Resources Ltd is acting as an Employment Agency in relation to this vacancy Read More |
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